Ballast Rock Private Wealth LLC

**Ballast Rock Private Wealth LLC** manages $160M across a diversified portfolio of 171 positions. The fund exhibits significant exposure to mega-cap technology and financial sectors, highlighted by top holdings including AAPL ($8.0M) and MSFT ($3.8M). Notable allocations also include broad market ETFs such as VOO ($3.9M) and SPY ($3.8M), alongside key sector plays like JPM ($3.7M) and SCHX ($3.7M). This structure suggests a core focus on established market leaders and systematic index exposure.

📌 Top Holdings